See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,560 | $157,256-84.4% | $141,162-82.6% | $152,861-83.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.60% | 64.32%-60.7pp | 71.39%-67.8pp | 345.32%-341.7pp |
| Employer contribution / active EE | $515 | $5,261-90.2% | $4,735-89.1% | $4,762-89.2% |
| Participant deferral / active EE | $810 | $7,109-88.6% | $6,709-87.9% | $5,850-86.2% |
| Admin fee / account holder | $511 | $12,120-95.8% | $10,261-95.0% | $11,596-95.6% |